Notes in Bukers Sofware
Notes help document unusual borrower situations, explain adjustments, and provide context for anyone reviewing a spread. Both Bukers Taxanalysis and Bukers BTA include visual indicators that make it easy to see when notes have been added.
Notes in Bukers Taxanalysis
There are several different places you can put notes in Bukers Taxanalysis. You have a notes button at the bottom right of the main screen, and you can also add notes to each schedule and principal debt service screens.
How do you tell if a line item in Bukers Taxanalysis has a note associated with it? You can print or view a report, but there is an easier way to tell. If a note has been entered, the word
“Notes …” on the button will be in red text.
If there is not a note, it will be black text.
Notes in Bukers BTA
In Bukers BTA, there is one place to enter notes. The notes button looks like a green notebook at the top of your screen on the toolbar.
If it has a star on it, there is a note inside.
Now, if you want to check for notes quickly, you know what to look for!
Quick Tip
Before reviewing a spread, check for note indicators. Notes may include important explanations, reminders, or supporting details about the borrower’s financial information.
Need Additional Help?
Questions about this or other Bukers software features? Contact the Bukers Hotline at (503) 520-1303 or email [email protected].